Discover the benefits LPL advisor, Michael Shanahan, found in making the move to advisory.
Making a move to advisory may help clients feel more confident. It can also help result in a more scalable and efficient practice. Or can provide fewer conflicts from a regulatory perspective.
Download our case study to discover how LPL Advisor, Mike Shanahan (Managing Partner, Overland and Shanahan Wealth Advisors) choice to move to an advisory platform has paid off in many ways.